Feb

07

Trade Alert X2 and Rating Update

3 min read

Feb

07

Scott Kennedy’s BDC Earnings Series: Assessing Gladstone Investment’s Performance For Q4 2023

13 min read

Feb

06

Jerome Powell and the Oh Noes Nonfarm Payroll Report

8 min read

Feb

05

Scott's Latest Trade Adds to A Big Position

1 min read

Feb

04

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 02/04/2024

19 min read

Feb

02

ELS Q4 2023: Equity Lifestyle continues steady growth despite accounting change

4 min read

Jan

31

Scott Kennedy’s BDC Earnings Series: Assessing Capital Southwest’s Performance For Q4 2023

15 min read

Jan

30

ARE: Q4 2023 Diving into Alexandria's New Guidance

5 min read

Jan

30

Trade Alert

3 min read

Jan

30

Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And Two Harbors Investment’s Performance For Q4 2023

22 min read

Jan

29

New Trade for Scott Kennedy

1 min read

Jan

28

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/28/2024

18 min read

Jan

24

CCI: Q4 2023 Update

5 min read

Jan

23

Scott Kennedy’s mREIT Earnings Series: Assessing AGNC Investment’s Performance For Q4 2023

14 min read

Jan

22

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/21/2024

18 min read

Jan

18

PLD: Q4 2023 Solid Quarter, Strong Growth Continues, Expect Vacancy to Spike in 2024

5 min read

Jan

17

Scott Kennedy’s BDC Earnings Series: Assessing Golub Capital BDC’s Performance For Q4 2023

11 min read

Jan

17

Scott Kennedy’s BDC Earnings Series: Assessing Main Street Capital’s Performance For Q4 2023

11 min read

Jan

14

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/14/2024

15 min read

Jan

12

Easy Preferred Share Swap: EFC-B vs EFC-C

6 min read

Jan

11

Scott Kennedy’s mREIT Earnings Series: Assessing Orchid Island Capital’s Performance For Q4 2023

12 min read

Jan

09

TRNO: Brief Update

2 min read

Jan

09

Apartment REIT Vacancy Rising

4 min read

Jan

07

Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 01/07/2024

15 min read

Jan

04

Exposing Our Mortgage REIT Record

7 min read